See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,584 | $59,839+23.0% | $81,983-10.2% | $79,858-7.9% |
| Participation rate | 55.0% | 61.6%-6.6pp | 69.2%-14.2pp | 69.6%-14.6pp |
| Annual return | 11.27% | 17.56%-6.3pp | 41.31%-30.0pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,294 | $1,713+33.9% | $2,498-8.2% | $2,471-7.2% |
| Participant deferral / active EE | $2,452 | $2,695-9.0% | $3,722-34.1% | $3,740-34.5% |
| Admin fee / account holder | $3,736 | $4,287-12.8% | $5,664-34.0% | $5,306-29.6% |